Money

This $74 Million Fixed-Income Bet Shows How Advisors Are Building Portfolios

January 5, 2026

Advisors are increasingly investing in the Dimensional Global Core Plus Fixed Income ETF (DFGP), with notable increases in holdings reported by firms in Oregon and Maine. Von Borstel & Associates expanded its stake by $5.75 million, while Penobscot Wealth Management added approximately $5.22 million, highlighting a trend towards fixed-income investments amidst market fluctuations.

This $74 Million Fixed-Income Bet Shows How Advisors Are Building Portfolios

Credit: Yahoo

Key Highlights

Von Borstel & Associates increased its DFGP shares by 97,269, raising the total value to $74.09 million.
Penobscot Wealth Management added 79,779 DFGP shares, increasing its position value to $44.87 million.
Both firms disclosed their increased stakes in filings with the SEC as of September 30.

Sources

This quick summary is automatically generated using AI based on reports from multiple news sources. The content has not been reviewed or verified by humans. For complete details, accuracy, and context, please refer to the original published articles.

This $74 Million Fixed-Income Bet Shows How Advisors Are Building Portfolios

Key Highlights

Sources

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